| CONFLUENCE INVESTMENT MANAGEMENT LLC | 1.04M | Jun 30, 26 | +236.66K | 41.45% |
| STIFEL FINANCIAL CORP | 1.02M | Jun 30, 26 | +904.17K | 40.63% |
| SUMMITRY LLC | 1.02M | Jun 30, 26 | +20.89K | 40.43% |
| BENJAMIN EDWARDS INC | 968.70K | Jun 30, 26 | +868.60K | 38.44% |
| Atlantic Union Bankshares Corp | 775.44K | Jun 30, 26 | +775.44K | 30.77% |
| LPL Financial LLC | 298.98K | Jun 30, 26 | +21.95K | 11.86% |
| MORGAN STANLEY | 200.93K | Jun 30, 26 | -34.75K | 7.97% |
| Probity Advisors, Inc. | 177.71K | Jun 30, 26 | +39.29K | 7.05% |
| AMERIPRISE FINANCIAL INC | 158.48K | Jun 30, 26 | -15.78K | 6.29% |
| Accretive Wealth Partners, LLC | 157.88K | Jun 30, 26 | +31.91K | 6.27% |
| UBS Group AG | 136.16K | Jun 30, 26 | +1.52K | 5.40% |
| ENVESTNET ASSET MANAGEMENT INC | 118.52K | Jun 30, 26 | +26.43K | 4.70% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 108.78K | Jun 30, 26 | +18.45K | 4.32% |
| Mariner, LLC | 72.52K | Jun 30, 26 | +72.52K | 2.88% |
| Atlantic Private Wealth, LLC | 62.09K | Jun 30, 26 | +41.41K | 2.46% |
| Bell Investment Advisors, Inc | 58.30K | Jun 30, 26 | -47.25K | 2.31% |
| L2 Asset Management, LLC | 53.43K | Jun 30, 26 | +1.18K | 2.12% |
| CITADEL ADVISORS LLC | 48.27K | Jun 30, 26 | +19.63K | 1.92% |
| RAYMOND JAMES FINANCIAL INC | 42.29K | Jun 30, 26 | -1.02K | 1.68% |
| Cetera Investment Advisers | 36.41K | Jun 30, 26 | +1.31K | 1.45% |
| ROYAL BANK OF CANADA | 35.32K | Jun 30, 26 | +30.23K | 1.40% |
| MERCER GLOBAL ADVISORS INC /ADV | 34.68K | Jun 30, 26 | +34.68K | 1.38% |
| BANK OF AMERICA CORP /DE/ | 25.80K | Jun 30, 26 | +17.46K | 1.02% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 21.91K | Jun 30, 26 | +9.07K | 0.87% |
| Snowden Capital Advisors LLC | 17.91K | Jun 30, 26 | -- | 0.71% |
| Bank of New York Mellon Corp | 14.32K | Jun 30, 26 | +14.32K | 0.57% |
| COMMONWEALTH EQUITY SERVICES, LLC | 14.06K | Jun 30, 26 | +355 | 0.56% |
| Reliant Wealth Planning | 13.82K | Jun 30, 26 | -1.59K | 0.55% |
| Single Point Partners, LLC | 13.22K | Jun 30, 26 | +13.22K | 0.52% |
| Atria Investments, Inc | 11.92K | Jun 30, 26 | +11.92K | 0.47% |
| Private Advisor Group, LLC | 11.15K | Jun 30, 26 | -- | 0.44% |
| HighTower Advisors, LLC | 10.40K | Jun 30, 26 | -162 | 0.41% |
| Parcion Private Wealth LLC | 9.94K | Jun 30, 26 | +9.94K | 0.39% |
| SIGNATUREFD, LLC | 9.40K | Jun 30, 26 | +1.99K | 0.37% |
| Vestmark Advisory Solutions, Inc. | 9.20K | Jun 30, 26 | +9.20K | 0.37% |
| Hyposwiss Advisors SA | 8.87K | Jun 30, 26 | -- | 0.35% |
| Colony Group, LLC | 8.57K | Jun 30, 26 | -4.12K | 0.34% |
| Krilogy Financial LLC | 8.37K | Jun 30, 26 | +8.37K | 0.33% |
| CNB Bank | 6.05K | Jun 30, 26 | +292 | 0.24% |
| Integrated Wealth Concepts LLC | 4.63K | Jun 30, 26 | +4.63K | 0.18% |
| Physician Wealth Advisors, Inc. | 4.00K | Jun 30, 26 | -- | 0.16% |
| MATHER GROUP, LLC. | 3.44K | Jun 30, 26 | +3.44K | 0.14% |
| FIDUCIARY FINANCIAL ADVISORS | 3.35K | Jun 30, 26 | +3.35K | 0.13% |
| FIFTH THIRD BANCORP | 2.77K | Jun 30, 26 | +10 | 0.11% |
| ADVISOR GROUP HOLDINGS, INC. | 1.00K | Jun 30, 26 | +1.00K | 0.04% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 955 | Jun 30, 26 | -- | 0.04% |
| AE Wealth Management LLC | 887 | Jun 30, 26 | -- | 0.04% |
| CENTRAL TRUST Co | 800 | Jun 30, 26 | -- | 0.03% |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -1.48K | -- |
| WELLS FARGO & COMPANY/MN | -- | Jun 30, 26 | -29 | -- |
| FLOW TRADERS U.S. LLC | -- | Jun 30, 26 | -14.81K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -700 | -- |
| Signature Resources Capital Management, LLC | -- | Jun 30, 26 | -75 | -- |
| Tower Research Capital LLC (TRC) | -- | Jun 30, 26 | -39.18K | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -273 | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -17.80K | -- |
| CWM, LLC | 16.10K | Mar 31, 26 | -- | 0.64% |
| COMERICA BANK | 2.75K | Dec 31, 25 | -1.61K | 0.11% |